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Succession Wealth moves HQ to Birmingham

Financial Planning-focused wealth manager Succession has opened a new national HQ in Birmingham as it moves the centre of its operations from Plymouth to the Midlands.

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Succession Wealth adds £500m funds with new acquisition

Financial Planner and wealth manager Succession Wealth has today revealed the acquisition of Investors Planning Associates (IPA), the national financial advice firm with almost £500m funds under management.

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Succession boosts leadership with 6 senior appointments

Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.

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Building an ‘unmatched’ Financial Planning firm

Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.

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